How it works
From price to report,
step by step.
A straightforward CGT valuation needs no appointment. Here is what happens, and who does what, at each step.
Get your fixed fee
Choose your revenue band and see your fee straight away. A few short questions confirm the asset, the date and the purpose.
Confirm the scope
We confirm in writing what is being valued, at which date and for which CGT purpose, with the fee and delivery date, before you pay.
Upload your financials
Accept your engagement terms, then upload your financial statements through a secure link. Only the team on your valuation can see them.
Receive a signed report
A valuer works through the earnings, the method and the evidence. The report is reviewed, then signed by the valuer responsible and delivered securely.
What we need
The information
that matters.
- Profit and loss statements and balance sheets for the last two or three financial years;
- the most recent tax return for the business;
- year-to-date figures if the year is well advanced;
- short answers about owners’ salaries, one-off items and how the business runs;
- for shares or units: the share register, constitution or trust deed, and any shareholder agreement;
- for a past date: the figures and records from around that date.
We send a list tailored to your business once your terms are accepted. Documents are uploaded through a secure link to private storage.
People and software
Software helps.
People decide.
Where software helps, it organises and checks the numbers: missing years, totals that do not agree, unusual items. It never supplies a figure, a comparable sale or a multiple of its own, and every material number traces back to a source document.
A valuer makes the adjustments, chooses the method and reaches the conclusion. Every report is reviewed before it is issued and signed by the valuer responsible for it.
Tracking
Know where your valuation is.
Each valuation moves through these stages, and we tell you when yours changes. The status is the one the team has recorded, not an estimate.
- Awaiting payment
- Awaiting information
- Information received
- Under review
- Valuation in progress
- Quality assurance
- Report ready
- Complete
Questions
About the process.
What information do you need?
Usually the last two or three years of financial statements, the tax return for the business, and short answers about how it operates. For a past date we need the figures from around that date. We send a list once you accept your terms.
Will the ATO accept the valuation?
The ATO decides for itself whether to accept any valuation. Its guidance says acceptability usually depends on the process followed rather than who did it. Our reports set out the purpose, the date, the evidence, the method and the judgement so the figure can be followed.
Do you give tax advice?
No. We establish market value for the asset, date and purpose your adviser gives us. Whether a CGT rule applies, and the tax result, are for your accountant or tax adviser.
How long does it take?
Your delivery date is confirmed in writing with your engagement terms, before you pay. It runs from when we have received payment and all the information we need.
What happens after I order?
You receive your reference straight away. We confirm the scope, send your engagement terms and a secure payment link from Valuo, and once you accept and pay, your secure upload link and the information list.
Ready
See your fixed fee.
One tap for your price, then a few short questions.